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HWCIX vs VIVAX
HWCIX vs VIVAX Comparison
Open Charts HWCIX vs VIVAX
Hotchkis & Wiley Disciplined Value I
Price$33.36
Change-$0.20 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
HWCIX vs VIVAX Comparison Chart
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HWCIX vs. VIVAX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HWCIX is a StrongSell and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. HWCIX (108M). VIVAX pays higher dividends than HWCIX: VIVAX (2.25) vs HWCIX (1.43). HWCIX was incepted earlier than VIVAX: HWCIX (20 years) vs VIVAX (32 years). HWCIX is a more actively managed with annual turnover of: 26.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than HWCIX: VIVAX (3000) vs HWCIX (250000). HWCIX annual gain was more profitable for investors over the last year : 27.21 vs. VIVAX (25.55). HWCIX return over 5 years is better than : 77.88 vs. VIVAX (50.81).
| HWCIX | VIVAX | HWCIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 16.318 | 17.912 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 184B | 0% |
| Annual Yield % from dividends | 1.43 | 2.25 | 64% |
| Returns for 1 year | 27.21 | 25.55 | 107% |
| Returns for 3 years | 28.24 | 21.58 | 131% |
| Returns for 5 years | 77.88 | 50.81 | 153% |
| Returns for 10 years | 146.37 | 110.46 | 133% |
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